Cva Family Office, LLC Portfolio Holdings

Cva Family Office, LLC

  • $691 Million
  • Q2 2025

Cva Family Office, LLC has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $691 Million distributed in 1280 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $61.4M, Schwab Fundamental Intl Large with a value of $39M, Vanguard Information Technolog with a value of $26.3M, Vanguard Index Fds S&P 500 ETF with a value of $22M, and Ishares Core S&P 500 ETF with a value of $21.8M.

Examining the 13F form we can see an increase of $56.8M in the current position value, from $634M to 691M.

Below you can find more details about Cva Family Office, LLC portfolio as well as his latest detailed transactions.

Portfolio value $691 Million
ETFs: $498 Million
Technology: $60.7 Million
Financial Services: $31.7 Million
Industrials: $16.1 Million
Consumer Cyclical: $16 Million
Healthcare: $16 Million
Communication Services: $15.8 Million
Consumer Defensive: $15.2 Million
Other: $20 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$306B
$2.75 Million 0.4% of portfolio
38,919
Q2 2025 Added 0.9%
$0
$2.72 Million 0.39% of portfolio
24,852
Q2 2025 Reduced 0.1%
$1.08T
$2.67 Million 0.39% of portfolio
8,402
Q2 2025 Added 13.93%
$0
$2.39 Million 0.35% of portfolio
22,884
Q2 2025 Added 62.17%
$0
$2.35 Million 0.34% of portfolio
36,720
Q2 2025 Added 46.62%
$0
$2.29 Million 0.33% of portfolio
98,517
Q2 2025 Reduced 1.94%
$608B
$2.17 Million 0.31% of portfolio
2,782
Q2 2025 Reduced 4.23%
$548B
$2.16 Million 0.31% of portfolio
3,851
Q2 2025 Added 0.79%
$551B
$2.16 Million 0.31% of portfolio
6,090
Q2 2025 Reduced 0.31%
$0
$2.15 Million 0.31% of portfolio
53,592
Q2 2025 Reduced 0.15%
$684B
$1.99 Million 0.29% of portfolio
9,109
Q2 2025 Added 0.67%
$439B
$1.97 Million 0.28% of portfolio
1,988
Q2 2025 Reduced 0.35%
$293B
$1.88 Million 0.27% of portfolio
27,152
Q2 2025 Reduced 3.51%
$0
$1.89 Million 0.27% of portfolio
22,798
Q2 2025 Added 4.71%
$53.7B
$1.81 Million 0.26% of portfolio
100,000
Q2 2025 New
$0
$1.72 Million 0.25% of portfolio
21,674
Q2 2025 Added 0.06%
$0
$1.75 Million 0.25% of portfolio
40,086
Q1 2024 Added 0.0%
$368B
$1.64 Million 0.24% of portfolio
10,288
Q2 2025 Reduced 1.03%
$405B
$1.65 Million 0.24% of portfolio
4,496
Q2 2025 Reduced 1.38%
$0
$1.65 Million 0.24% of portfolio
8,447
Q2 2025 Reduced 5.48%
$442B
$1.61 Million 0.23% of portfolio
14,942
Q2 2025 Reduced 4.94%
$0
$1.59 Million 0.23% of portfolio
19,291
Q2 2025 Reduced 0.1%
$0
$1.56 Million 0.23% of portfolio
55,658
Q2 2025 Reduced 15.6%
$0
$1.53 Million 0.22% of portfolio
4,348
Q2 2025 Added 8.7%
$261B
$1.55 Million 0.22% of portfolio
8,529
Q2 2025 Added 1.92%
$0
$1.54 Million 0.22% of portfolio
53,026
Q2 2025 Reduced 0.89%
$423B
$1.46 Million 0.21% of portfolio
2
Q1 2025 New
$0
$1.36 Million 0.2% of portfolio
12,315
Q1 2023 Added 3.33%
$545B
$1.38 Million 0.2% of portfolio
1,033
Q2 2025 Reduced 0.19%
$452B
$1.31 Million 0.19% of portfolio
8,589
Q2 2025 Reduced 0.24%
$0
$1.34 Million 0.19% of portfolio
3,067
Q1 2025 Added 3.3%
$302B
$1.22 Million 0.18% of portfolio
8,523
Q2 2025 Reduced 10.25%
$203B
$1.27 Million 0.18% of portfolio
43,761
Q2 2025 Added 0.65%
$0
$1.25 Million 0.18% of portfolio
5,690
Q2 2025 Reduced 0.92%
$7.95B
$1.26 Million 0.18% of portfolio
24,288
Q2 2025 Reduced 3.3%
$0
$1.28 Million 0.18% of portfolio
7,470
Q2 2025 Reduced 1.85%
$0
$1.23 Million 0.18% of portfolio
39,802
Q2 2025 Reduced 4.17%
$0
$1.23 Million 0.18% of portfolio
15,492
Q2 2025 Reduced 0.48%
$0
$1.24 Million 0.18% of portfolio
42,088
Q2 2025 Added 3.29%
$0
$1.16 Million 0.17% of portfolio
6,561
Q1 2025 Added 29.95%
$721M
$1.16 Million 0.17% of portfolio
529,079
Q1 2025 Reduced 2.52%
$250B
$1.11 Million 0.16% of portfolio
7,896
Q2 2025 Added 5.34%
$229B
$1.08 Million 0.16% of portfolio
7,397
Q2 2025 Added 1.47%
$152B
$1.02 Million 0.15% of portfolio
3,662
Q2 2025 Reduced 2.09%
$229B
$1.04 Million 0.15% of portfolio
7,681
Q2 2025 Added 1.67%
$0
$1.02 Million 0.15% of portfolio
21,365
Q2 2025 Reduced 0.37%
$218B
$985,000 0.14% of portfolio
2,538
Q2 2025 Reduced 2.72%
$0
$993,000 0.14% of portfolio
9,346
Q1 2025 Added 51.75%
$0
$946,000 0.14% of portfolio
31,393
Q2 2025 Added 0.6%

Summary

  • Portfolio
  • No. of Stocks 1,280
  • Current Value $691 Million
  • Prior Value $634 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 94 stocks
  • Additional Purchases 409 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 391 stocks
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